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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	UBS Group Zurich, Switzerland	$214M	-$7M	28	0.13%	Reduced
127	BAMCO Inc New York	$214M	-$48.8M	3	1.14%	Reduced
128	Fiera Capital (Canada) Montreal, Quebec, Canada	$212M	+$36.4M	3	1.18%	Increased
129	RhumbLine Advisers Boston, Massachusetts	$211M	+$25M	17	0.62%	Increased
130	Sentry Investments Toronto, Ontario, Canada	$203M	-$11.4M	3	1.9%	Reduced
131	Arrowstreet Capital Boston, Massachusetts	$199M	+$56.3M	12	0.66%	Increased
132	Bank of Nova Scotia Toronto, Ontario, Canada	$191M	+$17.6M	9	1.13%	Increased
133	State Board of Administration of Florida Retirement System Tallahassee, Florida	$189M	+$32.7M	16	0.6%	Increased
134	MICM Matthews International Capital Management San Francisco, California	$188M	-$383K	1	8.22%	Reduced
135	Barclays London, United Kingdom	$188M	-$17.7M	21	0.24%	Reduced
136	RS Investment Management San Francisco, California	$188M	-$36.6M	4	1.93%	Reduced
137	Acadian Asset Management Boston, Massachusetts	$187M	-$5.07M	7	0.96%	Reduced
138	First Trust Advisors Wheaton, Illinois	$182M	+$12M	17	0.57%	Increased
139	USAA United Services Automobile Association San Antonio, Texas	$181M	-$19.3M	13	0.65%	Reduced
140	Davenport & Co Richmond, Virginia	$178M	-$3.49M	4	2.71%	Reduced
141	Resolution Capital Sydney, NSW, Australia	$177M	+$35.7M	4	11.65%	Increased
142	LCS Levin Capital Strategies New York	$177M	-$26.8M	5	3.19%	Reduced
143	SAM Securian Asset Management St Paul, Minnesota	$177M	+$14.7M	8	4.94%	Increased
144	Sustainable Growth Advisers Stamford, Connecticut	$176M	-$23.1M	1	3.71%	Reduced
145	BlackRock Japan Tokyo, Japan	$174M	+$2.8M	12	0.62%	Increased
146	Miller Howard Investments Kingston, New York	$172M	-$12.8M	2	3.08%	Reduced
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$172M	-$3.77M	13	0.82%	Reduced
148	USS Investment Management London, United Kingdom	$171M	-$25.8M	1	2.97%	Reduced
149	ACM Adelante Capital Management Alameda, California	$171M	-$2.18M	2	7.86%	Reduced
150	Burgundy Asset Management Toronto, Ontario, Canada	$170M	+$1M	1	1.69%	Increased